OCSL vs. HTGC
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCSL or HTGC.
Performance
OCSL vs. HTGC - Performance Comparison
Returns By Period
In the year-to-date period, OCSL achieves a -16.29% return, which is significantly lower than HTGC's 24.49% return. Over the past 10 years, OCSL has underperformed HTGC with an annualized return of 4.41%, while HTGC has yielded a comparatively higher 13.15% annualized return.
OCSL
-16.29%
-6.08%
-13.54%
-11.30%
10.44%
4.41%
HTGC
24.49%
-3.50%
1.33%
32.26%
18.70%
13.15%
Fundamentals
| OCSL | HTGC | |
|---|---|---|
| Market Cap | $1.31B | $3.07B |
| EPS | $0.88 | $2.03 |
| PE Ratio | 18.15 | 9.30 |
| PEG Ratio | 0.93 | 0.52 |
| Total Revenue (TTM) | $124.77M | $507.35M |
| Gross Profit (TTM) | $169.67M | $452.75M |
| EBITDA (TTM) | $119.42M | -$6.19M |
Key characteristics
| OCSL | HTGC | |
|---|---|---|
| Sharpe Ratio | -0.67 | 1.50 |
| Sortino Ratio | -0.74 | 1.83 |
| Omega Ratio | 0.89 | 1.31 |
| Calmar Ratio | -0.51 | 1.78 |
| Martin Ratio | -1.00 | 5.89 |
| Ulcer Index | 11.52% | 5.54% |
| Daily Std Dev | 17.27% | 21.69% |
| Max Drawdown | -60.04% | -68.29% |
| Current Drawdown | -20.64% | -8.16% |
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Correlation
The correlation between OCSL and HTGC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
OCSL vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and Hercules Capital, Inc. (HTGC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OCSL vs. HTGC - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 14.54%, more than HTGC's 8.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 14.54% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% | 11.96% |
HTGC Hercules Capital, Inc. | 8.39% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
OCSL vs. HTGC - Drawdown Comparison
The maximum OCSL drawdown since its inception was -60.04%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for OCSL and HTGC. For additional features, visit the drawdowns tool.
Volatility
OCSL vs. HTGC - Volatility Comparison
Oaktree Specialty Lending Corporation (OCSL) has a higher volatility of 6.16% compared to Hercules Capital, Inc. (HTGC) at 5.62%. This indicates that OCSL's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OCSL vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and Hercules Capital, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities